See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,997 | $87,841+9.3% | $133,980-28.3% | $62,891+52.6% |
| Participation rate | 80.8% | 83.4%-2.6pp | 87.1%-6.3pp | 69.3%+11.5pp |
| Annual return | 5.49% | 12.05%-6.6pp | 29.30%-23.8pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,186 | $4,812-33.8% | $6,282-49.3% | $3,203-0.5% |
| Admin fee / account holder | $1,042 | $5,371-80.6% | $9,324-88.8% | $4,296-75.7% |